Upload an additional 1099 recipient to IRIS for a client
Before uploading an additional 1099 recipient for a client that other 1099s of the same type were electronically filed, you'll need to have an accepted or rejected acknowledgment for the client in
Manage Files
of the Process Electronic Forms
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Accounting CS only verifies that the latest file has been processed by the agency before allowing another recipient to be sent, the software doesn’t track which recipients were previously filed for the client.
Do the following to upload an additional 1099 for a client after you've uploaded a batch of 1099s to the IRS Information Return Intake System (IRIS):
- SelectActionsthenEdit Payroll Tax Forms.
- Select the 1099 form and the year.
- Select theRecipient Datatab.
- Clear all recipients except the one you need to submit.
- SelectFilethenProcess Client Forms.
- Clear thePrint All Recipientscheckbox. Select the forms you need to process.
- Process the selected form. SelectFiling Copywhen you print.
- SelectActionsthenProcess Electronic Formsto create the new file.
